Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 8, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 136
- −1 vs. Q1 2022
- Portfolio value
- $222.4M
- −$53.3M (−19.3%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SYKStryker Corp | Stock | 5 | $1.00K | <0.1% | +5 | New | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4 | $1.00K | <0.1% | +4 | New | – |
| ALGNAlign Technology Inc | COM | 9 | $2.00K | <0.1% | −20−69.0% | Reduced | History |
| EXASExact Sciences Corp | COM | 75 | $3.00K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 11 | $6.00K | <0.1% | +11 | New | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 100 | $6.00K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 83 | $8.00K | <0.1% | 00.0% | Unchanged | – |
| WDSWoodside Energy Group Ltd | ADR | 361 | $8.00K | <0.1% | +361 | New | History |
| VFCV F Corp | Stock | 200 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 80 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 150 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 27 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 100 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 300 | $23.0K | <0.1% | +300 | New | History |
| SCHWSchwab Charles Corp | Stock | 400 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| CCICrown Castle Inc. | REIT | 155 | $26.0K | <0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 200 | $28.0K | <0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 160 | $29.0K | <0.1% | 00.0% | Unchanged | History |
| LINLinde PLC | SHS | 100 | $29.0K | <0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 380 | $34.0K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 644 | $36.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 100 | $38.0K | <0.1% | −10−9.1% | Reduced | – |
| CPCanadian Pacific Kansas City Ltd | COM | 576 | $40.0K | <0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 125 | $41.0K | <0.1% | −25−16.7% | Reduced | History |
| TGTTarget Corp | Stock | 300 | $42.0K | <0.1% | −145−32.6% | Reduced | History |
| AVYAvery Dennison Corp | COM | 271 | $44.0K | <0.1% | +10+3.8% | Added | History |
| CACCCredit Acceptance Corp | COM | 98 | $46.0K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 200 | $49.0K | <0.1% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 39 | $51.0K | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 300 | $52.0K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 190 | $53.0K | <0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 507 | $53.0K | <0.1% | 00.0% | Unchanged | History |
| BHPBHP Group Ltd | ADR | 1,000 | $56.0K | <0.1% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 500 | $64.0K | <0.1% | 00.0% | Unchanged | – |
| SLBSLB Limited | Stock | 1,855 | $66.0K | <0.1% | +1,455+363.8% | Added | History |
| NETCloudflare, Inc. | CL A COM | 1,628 | $71.0K | <0.1% | −30−1.8% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 1,685 | $72.0K | <0.1% | 00.0% | Unchanged | History |
| AAgilent Technologies, Inc. | COM | 610 | $72.0K | <0.1% | 00.0% | Unchanged | History |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 3,000 | $72.0K | <0.1% | +3,000 | New | – |
| iShares S&P 500 Value ETF464287408 | ETF | 530 | $73.0K | <0.1% | 00.0% | Unchanged | – |
| ADPAutomatic Data Processing Inc | Stock | 413 | $87.0K | <0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 700 | $89.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,800 | $90.0K | <0.1% | +1,500+500.0% | Added | – |
| PLDPrologis, Inc. | REIT | 775 | $91.0K | <0.1% | +60+8.4% | Added | History |
| ILMNIllumina, Inc. | COM | 500 | $92.0K | <0.1% | −6,134−92.5% | Reduced | History |
| BACBank of America Corp | Stock | 3,150 | $98.0K | <0.1% | 00.0% | Unchanged | History |
| KMIKinder Morgan, Inc. | Stock | 6,090 | $102.0K | <0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 1,750 | $109.0K | <0.1% | −250−12.5% | Reduced | History |
| TRMBTrimble Inc. | COM | 2,000 | $116.0K | 0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 1,350 | $125.0K | 0.1% | 00.0% | Unchanged | History |
| SJMJ M SMUCKER Co | Stock | 1,072 | $137.0K | 0.1% | −36−3.2% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 600 | $144.0K | 0.1% | 00.0% | Unchanged | History |
| BURBurford Capital Ltd | ORD SHS | 15,000 | $151.0K | 0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 940 | $162.0K | 0.1% | 00.0% | Unchanged | History |
| CMICummins Inc | Stock | 876 | $170.0K | 0.1% | −135−13.4% | Reduced | History |
| OKTAOkta, Inc. | CL A | 2,000 | $181.0K | 0.1% | −12,003−85.7% | Reduced | History |
| DUKDuke Energy CORP | Stock | 1,773 | $190.0K | 0.1% | 00.0% | Unchanged | History |
| ETSYEtsy Inc | COM | 2,750 | $201.0K | 0.1% | −29,292−91.4% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 425 | $202.0K | 0.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 1,816 | $211.0K | 0.1% | 00.0% | Unchanged | History |
| MTBM&T Bank Corp | COM | 1,337 | $213.0K | 0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 2,002 | $225.0K | 0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 1,525 | $233.0K | 0.1% | −25−1.6% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 1,022 | $238.0K | 0.1% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,454 | $253.0K | 0.1% | −15−1.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,075 | $335.0K | 0.2% | +475+29.7% | Added | History |
| GTXGarrett Motion Inc. | Stock | 47,420 | $367.0K | 0.2% | 00.0% | Unchanged | History |
| NUENucor Corp | COM | 3,566 | $372.0K | 0.2% | +22+0.6% | Added | History |
| VZVerizon Communications Inc | Stock | 7,875 | $400.0K | 0.2% | −4,110−34.3% | Reduced | History |
| FBINFortune Brands Innovations, Inc. | COM | 7,322 | $438.0K | 0.2% | +1,000+15.8% | Added | History |
| ESEversource Energy | Stock | 5,358 | $453.0K | 0.2% | −356−6.2% | Reduced | History |
| EBAYeBay Inc | COM | 11,584 | $483.0K | 0.2% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 13,304 | $521.0K | 0.2% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 3,438 | $528.0K | 0.2% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 1,491 | $546.0K | 0.2% | −200−11.8% | Reduced | History |
| VVisa Inc. | Stock | 2,850 | $561.0K | 0.3% | −1,604−36.0% | Reduced | History |
| SBUXStarbucks Corp | Stock | 8,240 | $629.0K | 0.3% | +176+2.2% | Added | History |
| ORCLOracle Corp | Stock | 9,802 | $685.0K | 0.3% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 2,215 | $699.0K | 0.3% | −3,561−61.7% | Reduced | History |
| GEGeneral Electric Co | Stock | 11,100 | $707.0K | 0.3% | −512−4.4% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 4,991 | $743.0K | 0.3% | +2,395+92.3% | Added | History |
| UNPUnion Pacific Corp | Stock | 3,589 | $765.0K | 0.3% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 5,658 | $858.0K | 0.4% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 27,243 | $1.02M | 0.5% | −150−0.5% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 3,475 | $1.03M | 0.5% | +400+13.0% | Added | History |
| ABTAbbott Laboratories | Stock | 10,130 | $1.10M | 0.5% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 12,170 | $1.11M | 0.5% | −50−0.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 2,541 | $1.23M | 0.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 606 | $1.32M | 0.6% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 8,139 | $1.36M | 0.6% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 9,855 | $1.37M | 0.6% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 22,085 | $1.39M | 0.6% | 00.0% | Unchanged | History |
| FISFidelity National Information Services, Inc. | Stock | 15,233 | $1.40M | 0.6% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 23,111 | $1.43M | 0.6% | −1,100−4.5% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 9,595 | $1.47M | 0.7% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 19,288 | $1.49M | 0.7% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 26,850 | $1.49M | 0.7% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 21,285 | $1.71M | 0.8% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 13,607 | $1.74M | 0.8% | +370+2.8% | Added | History |
| CVXChevron Corp | Stock | 12,174 | $1.76M | 0.8% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (7)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 10,712 | $2.30M | 0.8% | History |
| COINCoinbase Global, Inc. | COM CL A | 1,029 | $195.0K | 0.1% | History |
| UPSTUpstart Holdings, Inc. | COM | 1,200 | $131.0K | <0.1% | History |
| ZMZoom Communications, Inc. | Stock | 275 | $32.0K | <0.1% | History |
| DGDollar General Corp | COM | 75 | $17.0K | <0.1% | History |
| NVAXNovavax Inc | COM NEW | 100 | $7.00K | <0.1% | History |
| PINSPinterest, Inc. | CL A | 200 | $5.00K | <0.1% | History |